Articles
Exploring a range of subjects as diverse as our product lineup.
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment. By W. Malcolm Dorson and Paul Dmitriev
Attractive valuations, structural reforms, and favorable macroeconomic trends may position Greek equities as a strategic addition to diversified portfolios.
By W. Malcolm Dorson and Paul Dmitriev
We left a recent trip to Brazil optimistic that depressed equity valuations could present an attractive buying opportunity. By Paul Dmitriev
A trip to Argentina increased our conviction that political change and the potential to monetize natural resources have the country positioned for growth. By W. Malcolm Dorson
An EM allocation may help reduce overall portfolio risk while potentially improving returns, but the question is “how much?” By W. Malcolm Dorson and David Beniaminov